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Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

    What areas of financial planning are you looking for advice on?

Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

Let’s Look at How much do I need to retire on $100,000 a year?

22 Mar, 2024

Successful retirement planning requires your investments to last your entire life after-work, which requires a long term and well thought out structure for you to achieve this.

5 Financial Resolutions for Homebuyers: Leveraging Mortgage Broker Services for a Stronger Future

The best mortgage brokers provide financial analysis and projections and identify debt management strategies. By structuring your loans well, you are setting yourself up to achieve your financial planning goals

No Inheritance Tax Blues in Australia: But is Your Inheritance Tax-Free?

30 Jan, 2024

Strategic tax planning in the early stages can contribute to improving your overall financial situation

Tax Deductions for Doctors

15 Dec, 2023

Financial planning for doctors and medical practitioners requires specialist advice and careful consideration. Partner with Yield today to ensure you're making the most of your finances, safeguarding your wealth now and into your retirement years.

Why is Financial Planning Important?

24 Nov, 2023

Financial planning provides financial stability and wealth creation strategies, to help you retire in comfort

How to build a stronger business | by Mead Partners

21 Nov, 2023

Crafting a robust business plan is pivotal for business strength and seeking professional advice when needed is essential to ensure long-term success.

Early Retirement Planning Guide

16 Nov, 2023

Discover essential strategies tailored for your early retirement in Australia, guiding you towards the life you desire, not just what you think you can afford.

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Trusted Melbourne Financial Planners

Delivering results for our clients is what drives us

We are proud of the positive client feedback we receive, which is evidenced by our Net Promoter Score (NPS®) 81+. An industry survey completed by Beddoes Institute ‘identified 50 or more reflected an objective benchmark of exceptional client service and performance’ for financial advisors.

 

Our Service DNA means:

  • We are highly responsive and we are here for you
  • We do what we say
  • We always put your insterests before our own

Our investments regularly outperform benchmarks; and our plans and strategies deliver realistic and measurable results, tailored to your risk profile. If these are qualities you are looking for in a financial planner, Yield Financial Planning is your obvious first choice.

 

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Free Consultation

Free Consultation

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.